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    JPMorgan’s Security and Resiliency Bet and Fresh Funding Might Change The Case For Investing In JPM (JPM)

    Simply Wall St·12/22/2025 02:11:01
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    • In recent days, JPMorgan Chase & Co. has issued a wide range of new fixed-income securities across maturities out to 2055, while also announcing a quarterly dividend of US$1.5000 per share payable on January 31, 2026, and appointing Todd Combs to lead its new US$10 billion Security and Resiliency Initiative investment group.
    • The combination of fresh long-dated funding, a steady dividend stance, and a high-profile hire to drive the Security and Resiliency Initiative highlights how JPMorgan is simultaneously reinforcing its balance sheet and pushing into growth areas like defense, aerospace, healthcare, energy and advanced payments infrastructure.
    • We’ll now examine how Todd Combs’ leadership of JPMorgan’s new Security and Resiliency Initiative could influence the bank’s existing investment narrative.

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    JPMorgan Chase Investment Narrative Recap

    To own JPMorgan Chase, you need to believe its diversified banking, payments, and asset management platform can keep compounding earnings despite regulation, technology change, and credit cycles. The recent wave of long-dated bond issuance and the reaffirmed US$1.50 dividend look consistent with a “fortress balance sheet, steady payout” story, while Todd Combs’ appointment suggests management is leaning into growth themes; none of this materially alters the key near term catalyst of earnings execution or the central risk of regulatory and tech disruption.

    Among the latest announcements, the creation of the US$10 billion Security and Resiliency Initiative under Todd Combs stands out. It ties directly into one of JPMorgan’s most important long term catalysts: using its balance sheet and deal pipeline to embed itself deeper into payments, defense, energy, and healthcare ecosystems, which could support fee income and reinforce the case for continued investment in tokenization, payments innovation, and AI driven infrastructure.

    Yet behind JPMorgan’s strong recent execution, investors should still watch the growing pressure from fintechs, stablecoins, and evolving capital rules that could...

    Read the full narrative on JPMorgan Chase (it's free!)

    JPMorgan Chase's narrative projects $186.7 billion revenue and $55.5 billion earnings by 2028.

    Uncover how JPMorgan Chase's forecasts yield a $328.09 fair value, a 3% upside to its current price.

    Exploring Other Perspectives

    JPM 1-Year Stock Price Chart
    JPM 1-Year Stock Price Chart

    Some of the lowest ranked analysts paint a far more cautious picture, with revenue only reaching about US$184.6 billion and earnings US$53.2 billion by 2028, so if you worry about margin pressure from rising credit costs and expenses, this new issuance and SRI push could meaningfully reshape how you weigh those risks versus the upside.

    Explore 22 other fair value estimates on JPMorgan Chase - why the stock might be worth 22% less than the current price!

    Build Your Own JPMorgan Chase Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your JPMorgan Chase research is our analysis highlighting 3 key rewards that could impact your investment decision.
    • Our free JPMorgan Chase research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate JPMorgan Chase's overall financial health at a glance.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.